Email campaigns Management - Time consuming?

Natascia_Almeid · ‎01-08-2019

Hi,

I was wondering what were your experiences in Campaign management; to be more specific how your teams have been handling all the campaign activities (how does the marketing request a new campaign, where are the assets shared, if you used ticketing tool or excel, etc.).

I have worked with Jira for the campaign requests where then the marketing would attach an excel sheet with the email template and details of the campaign but found it quite time consuming. I was wondering if anyone has a better approach.

Thanks!

Anonymous · ‎01-11-2019

Hey Natascia,

Let me spill some of my tea for you sis...

Graph:

The tools I use are:

Airtable

Tabs include: Email Request, Program/campaign request- includes landing page
Tabs also can turn into form landing pages which are hosted on a massive landing page that lets you pick your request by email, landing pages, campaigns, programs
Sample Email tab consists of basic information: name (concatenate formula for naming convention), product type, email date/time, data segmentation (drop-down list),

Zapier

I use this tool to connect Slack, Asana, Salesforce
You will have to ask a technical customer service rep to increase your path decision, they usually allow 3 but you can increase it if you say please

Gmail

Create a specific calendar for marketing campaigns, helps with marketing team meetings and sales meetings (automated)

Asana

Automatically creates the task under the Campaigns and connects to Gmail Marketing Calendar section that gets created

Slack

Specific channel for campaign request or email if your company doesn't have slack

Salesforce

Created a Salesforce campaign apex triggers that automatically creates campaign status by type

Marketo

Template my programs so I can clone the standard workflows and connect to SFDC

Knak

Plug and play email and landing page SAAS platform

1. Request from the marketing campaign coordinator (internal or external) through a master landing page that has different campaign types

2. Request sends to Slack alert on a specific channel

3. Campaign Manager approves and Zapier automatically creates an asana task which then creates a specific Gmail calendar and also creates a Salesforce Campaign with the correct salesforce campaign type

4. Marketing Operations clones templates and puts the correct information in the designated areas, sends for approval from the requester and connects the Campaign flow to the approved SFDC Campaign

Benefits

- If you have external campaign individuals helping you with campaigns and content they can create a campaign without you having to create an SFDC user (which cost money)

- Creates a specific Gmail Calendar that allows you to have a full idea of content to help with marketing and sales play and align specific it for full effectiveness

- Reporting: Go to Airtable to see campaign request vs. campaign approved

- Data Normalization when doing attribution with Bizible and Leandata Clarity with campaign status on SFDC

View solution in original post

Kevin_Weisenber · ‎01-08-2019

Hi Natascia,

We have a PM who intakes all of our materials for us. We have trained her on what to look for, what could cause issues, etc. and she then uploads it into our project management software (teamwork which is like Jira) and a notification goes out to my team. This way we are not responsible for directly interfacing with the business when in taking requests, she understands the workload of asks coming across and can filter them for priority, and my team can focus on building and optimizing rather than back and forth edits or chasing down materials.